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Hi everyone
I have a template saved in a workspace but can't see how I can edit this - can anyone help please?
Thanks!
DW
Hi DW,
Unfortunately, you can't edit a template. You have to either edit the original sheet (if you still have it) or make a new sheet of the template and edit that and then replace the old template with the new.
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant @ Get Done
Thank you so much!
Happy to help!
Smartsheet also has a Control Center add-on. It costs a little extra, but allows you to update templates as well as any old sheets created from the template across the board.
How does this impact the sheets that's already created using the template? My understanding is that it'll push through the changes, however, if it's a project plan and there are changes specifically to that project, would the change in template over-ride?
So I recently downloaded the Project Template: This is exactly what I want with some changes, however it seems there some items "locked out" or something. The formula in the "Project metadata" sheet can't be converted, (formula syntax error) and if I overwrite the template's "project name" I get no match. In trying to check the reference I get
So, am I expected to use this template as a model and generate my own sheets/dashboards/reports etc.? I'm the owner of the workspace the template resides in. I'm replying here as it's a similar template question.
Thanks
Hi, I hope you're well and safe! Are you still having issues? I hope that helps! Be safe, and have a fantastic day! Best,Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD ✅ Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏
Andrée,
Safe and well, just hot, lol (Arizona). I continued to play around with the template, I even deleted everything and downloaded it again, then followed the directions exactly. Two things of note: One, if I change anything in the Project Intake Sheet, it does not reflect in the linked Project Metadata sheet.
Project Intake Sheet:
Project Meta Sheet (even after repasting the Row ID)
Second, if I use the Intake form, all seems well, it creates a new project and row ID just fine.
However pasting that row ID into the Project Metadata sheet, gives me this:
Pasting it into the line below doesn't work either, because the following rows have no formulas.
OK I thought, make the formula (below, an index match) a column formula.
=INDEX({Portfolio Summary Data}, MATCH($[Project ID]@row , {Project ID}, 0), MATCH([Project Name]$1, {Portfolio Summary Header Row}, 0))
But that gives me this:
Weird, but sure, I mean it doesn't seem to be working does it? What about the references? It's a type of Index/Match I haven't used, and further I can't seem to find the sheets, so assuming they are reference names, not sheet names, I try to look at the referenced sheets, by clicking on "edit reference" links in the formula.
That results in this error:
So am I just missing something in the instructions? Is there more I have to build out to make this work?
I don't mean to hijack someone else's topic, but it seems editing a template is where I'm finding myself. I fully admit that working with this set of sheets will be stretching my abilities with SmartSheet coding (but we always want to stretch right?) but this is exactly what I need for a new functional rollout. I mean it couldn't be more prefect.
I work in real estate and I want to build a custom dashboard/template to track where we are at with deals. The pre-made templates are all too specific and hard to use. I've created my own sheet/intake form but am looking for support on building the dashboard and how information is shown.
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